Case study Northgate Portal
Everything downstream of a signed deal lived outside the CRM
A Dubai domestic-staffing agency tracked its pipeline in Zoho CRM. Candidate profiles sat in spreadsheets, shortlists were assembled by hand, contracts were drafted in Word, and client conversations lived on a salesperson’s phone.
Services Operations portal engineering & CRM integration
Category Staffing operations platform
Client Northgate Group
Stack Next.js 16 · Supabase · Zoho CRM · Zoho Sign · Respond.io
Northgate Portal
The problem
The pipeline was tracked. The placement was not.
Zoho held every contact and deal. Nothing tied a lead through to a placed maid and an active service contract.
✓Candidate profiles in spreadsheets and folders of scanned passports ✓Client shortlists assembled by hand for every request ✓Contracts drafted in Word and mailed for signature ✓Visas, police clearances and medicals on separate lists ✓WhatsApp threads attached to nobody’s record ✓No single view of where a placement had reached
What it was costing
✓Passport data retyped instead of read ✓Documents drifting from what the operator saw on screen ✓Placement status known only by asking someone ✓Conversation history lost when a salesperson moved on
Our approach
Keep Zoho as the record, carry everything it does not
A single operations portal sitting on top of Zoho CRM, covering profiles, matching, contracts, visa workflows and the conversation history.
✓Bidirectional Zoho CRM integration keyed on contact and deal IDs ✓Contracts executed through Zoho Sign from the same record ✓WhatsApp conversations threaded to the record via Respond.io ✓Passport and Emirates ID captured from a photograph with serverless vision ✓Structured maid profiles with evidenced documents in Supabase Storage ✓Role-based access so sales, operations, HR and management each see their part
Core capabilities
What it does now
Lead to placement to active service contract, in one view.
✓Document capture from a photograph instead of retyping ✓Contracts and quotations generated server-side from live data ✓Signed PDFs returned to the deal automatically ✓Service requests tracked after placement ✓Transactional email from a single templating layer ✓Visa and police-clearance workflows with visible state